Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Renaissance Capital LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: Renaissance Capital LLC 13F Holdings (2026-03-31)
Creator: ko.io

Renaissance Capital LLC (CIK 1535058) reported $138.0M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CRWV ($15.8M, 11.47%), ARM ($12.4M, 9.01%), KVUE ($12.1M, 8.79%), ALAB ($11.8M, 8.53%), RDDT ($9.0M, 6.51%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	CRWV	COREWEAVE	$15.8M	11.47%	141,927	Trimmed
2	ARM	ARM HOLDINGS	$12.4M	9.01%	59,145	Trimmed
3	KVUE	KENVUE	$12.1M	8.79%	692,188	Trimmed
4	ALAB	ASTERA LABS	$11.8M	8.53%	60,436	Trimmed
5	RDDT	REDDIT	$9.0M	6.51%	61,034	Trimmed
6		MEDLINE	$6.7M	4.84%	150,304	New
7	VIK	VIKING HOLDINGS	$6.5M	4.73%	79,741	Trimmed
8	CRCL	CIRCLE INTERNET GROUP	$4.8M	3.46%	52,568	Added
9	CAVA	CAVA GROUP	$4.4M	3.22%	47,623	Trimmed
10	AHR	AMERICAN HEALTHCARE REIT	$4.2M	3.07%	83,393	Trimmed
11	KSPI	KASPI.KZ	$3.7M	2.65%	42,619	Trimmed
12	RBRK	RUBRIK	$3.6M	2.63%	68,216	Trimmed
13	CART	INSTACART (MAPLEBEAR)	$3.5M	2.52%	82,236	Trimmed
14	ULS	UL SOLUTIONS	$3.3M	2.40%	36,591	Trimmed
15	BTSG	BRIGHTSPRING HEALTH SERVICES	$2.9M	2.12%	60,919	Trimmed
16	SARO	STANDARDAERO	$2.7M	1.96%	109,091	Added
17	TEM	TEMPUS AI	$2.6M	1.90%	47,175	Trimmed
18	AS	AMER SPORTS	$2.5M	1.81%	71,198	Trimmed
19	ATMU	ATMUS FILTRATION TECHNOLOGIES	$2.5M	1.79%	38,890	New
20		LEGENCE	$2.1M	1.52%	24,154	New
21	TTAN	SERVICETITAN	$1.9M	1.36%	31,553	Trimmed
22	KRMN	KARMAN HOLDINGS	$1.6M	1.19%	24,263	Trimmed
23	FIG	FIGMA	$1.5M	1.10%	85,809	Added
24		FORGENT POWER SOLUTIONS	$1.4M	1.05%	38,439	New
25	KVYO	KLAVIYO	$1.3M	0.95%	65,039	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31